Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.
| Website | https://www.withluminary.com/ |
| Employees | 29 (20 on RocketReach) |
| Founded | 2022 |
| Industry | Software Development |
| Competitors | LinkedIn, Coursera, Udemy, Pluralsight, Khan Academy, MasterClass, edX, Teachable, Skillshare, FutureLearn +46 more (view full list) |
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David Barnard is the Founder and CEO of Luminary.
20 people are employed at Luminary.
Luminary is based in New York, New York.